Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,864 | $101,672-51.9% | $147,117-66.8% | $74,478-34.4% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 21.14% | 8757.83%-8736.7pp | 420.54%-399.4pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $1,338 | $3,813-64.9% | $4,932-72.9% | $2,626-49.1% |
| Participant deferral / active EE | $2,524 | $7,305-65.4% | $8,065-68.7% | $4,350-42.0% |
| Admin fee / account holder | $3,338 | $1,753+90.4% | $12,993-74.3% | $1,946+71.5% |